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last year on a panel in June 2024, I did a prediction that AgentFi will be a thing. Where autonomous agents become productive and tokenised. (Became a thing in Q4 2024) Today’s panel prediction: 1. A year from now, Autonomous Business Tokens will be a thing. Tokenising the

The most bullish crypto narrative, by FAR, is that AI will want to use Ethereum. I genuinely believe it’s going to happen but almost no one’s talking about it yet. Still early.

General thought process 1. AI data centers are enormously expensive and one of the hottest areas of debt financing 2. Debt financing requires predictable payouts 3. The most predictable payouts are generated by addicted customers or government contracts 4. Very few real world

DeFi summer but with sybil-resistant credit scores, CLO's, credit default swaps, delegated credit, restaked insurance, & more leverage If you are a team or solo dev & are interested in operating at the frontier of (Ce)DeFi, our team is brimming with ideas. DM me or uh

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I believe we're still early in crypto. We've figured out distributed ledgers and somewhat ZK, MPC, TEEs, but we don't know where to apply them. The search space for apps is so large, and we're moving stochastically; once we have one successful case, we have dozens of apps trying

Cybernetic economy is a continuous, real-time optimization of resource allocation, done by a distributed planetary-scale computer discovering economic equilibria

Fun fact: a coordinated attack of roughly 2 million people would be enough to put an end to 3Jane. They use Plaid for bank account connection - on the high end, it charges 2.99$ per verification and on the low end, I bet it's 1$. So, assuming they front the costs of Plaid,